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How far can technology replicate the advice process?

29 August 2014 8:00 am | By Amanda Newman Smith

Is technology a business opportunity or a threat for advisers?


Will the S&P 500 march on?

29 August 2014 8:09 am | By Michael Berry

The S&P 500 is hovering just below the 2,000 all-time high it struck earlier this week, but by no means is it overvalued, experts argue.


NatWest repeals mortgage ban against Financial Ltd advisers

28 August 2014 1:05 pm | By Michael Glenister

Lender suspended new mortgage applications earlier this month.

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Freddie Findlater

The Platforum: Strategic decisions and legacy platforms

28 August 2014 4:00 pm

Some advisers’ clients may be held on a platform for historical reasons rather than being the adviser’s actual platform of choice. 


How to get more of the right clients – and more income

28 August 2014 2:00 pm

Slowly the wheel has turned, and many IFAs now seem ready to build a bit more scale on top of the solid foundations they have carefully built

Juan Nevado

Bonds vs equities: A 30-year picture

28 August 2014 9:00 am

Asking simple questions often provides a useful means of highlighting how perceptions can differ from reality.

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Alan Lakey: Illogic is king in the mortgage market

27 August 2014 12:18 pm

The old adage that “rules are for the guidance of wise men and the obedience of fools” has never been more appropriate.

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Five reasons why simplified advice could be set to fail

27 August 2014 10:00 am | By Michael Glenister

Do those eyeing an online advice offering face a struggle?

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Robert Reid: Pension statements need a big shake-up

27 August 2014 8:00 am

We need to be radical on this, and it is not enough to tinker around the edges.

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MMTV: The ABI's Huw Evans discusses the role of insurers in delivering pension reforms video

17 July 2014

Association of British Insurers deputy director general Huw Evans tells Tom Selby how insurers are coping with the barrage of pension reforms emanating from Whitehall.

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The Big Interview


Profile: Bellpenny chief Kevin Ronaldson on recent deals and corporate politics

27 August 2014 | By Tessa Norman

Joining the financial advice sector at the age of 21, Bellpenny chief executive Kevin Ronaldson says he was considered something of a rebel

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